Existing Brokers
Upgrading an Existing Brokerage Stack
StockVala replaces or extends an existing brokerage technology stack — migrating from a legacy CRM, or adding copy trading, MAM, PAMM, branded mobile apps or a proper commission engine to what you already run.
Usual starting point
Pro
An established brokerage running managed money and mobile acquisition.
$2,500 setup · $2,000/month
A starting point, not a prescription — we will tell you if a smaller plan fits.
Where you probably are
You are already operating. Something in the stack is failing — funding errors, commission disputes, a client portal you would rather not show anyone, or a vendor who cannot build what you need.
The decision is rarely whether to change. It is whether migration cost is justified by the failure, and whether your data can move.
What matters most
Naming the actual failure
Specific failures justify migration; general dissatisfaction usually does not.
Data migration
Client records, account links, funding and commission history. Establish what can be exported before committing.
Cutover planning
A migration during a funding peak is a migration that goes badly.
Adding rather than replacing
Sometimes the answer is copy trading or MAM on top of what you have, not a rebuild.
Modules
What existing brokers usually need first
StockVala CRM
Manage clients, accounts, onboarding and brokerage operations.
Copy Trading
Allow traders to follow selected master strategies.
MAM
Multi-account management functionality.
PAMM
Percentage allocation management functionality.
Custom Brokerage Technology
Build custom workflows and brokerage-specific functionality.
FAQ
Existing Brokers — questions
Still have a question? See the full FAQ or ask us directly.
Technology for existing brokers.
Explore the demo, compare the plans, or start a WhatsApp conversation and tell us what you need. We will tell you plainly what we can build and what we cannot.